The Sanibel Captiva Trust Company has announced that Megan Marquardt, CTFA, CFP® has been named President of the company’s new Bell Tower office. The Bell Tower location is part of The Sanibel Captiva Trust Company’s continued growth and expansion into the Fort Myers market.
“Megan is a leader within our industry and has been an impressive asset on our team since the day she joined us,” said The Sanibel Captiva Trust Company Founder and Chairman S. Albert D. Hanser. “We have had long-term plans to expand to Fort Myers, and now that we’ve done so, we feel confident that having her at the helm will benefit to our clients, employees and community.”
As president of the Bell Tower office, Marquardt will oversee operations, while developing and nurturing new relationships in Fort Myers, Estero and Port Charlotte, and continue to advocate for her existing clients on Sanibel. She brings more than 20 years of experience serving trust and investment clients. Her specialty is in understanding her clients’ financial and estate planning needs and determining how best to apply the company’s resources to reach their goals.
“Working one on one with business owners and families is very rewarding and allows us to help them achieve their vision,” said Megan Marquardt, Fort Myers Office President. “That personal touch combined with sophisticated financial strategy is hard to come by in today’s financial climate, but desired by so many. This is one significant reason our clients are here, and our team delivers on that. We’re proud to bring this expertise to Fort Myers.”
Marquardt is a Certified Trust and Fiduciary Advisor (CTFA) and holds the CERTIFIED FINANCIAL PLANNER™ certification, bringing a high level of knowledge and skill to bear for the company’s clients.
The Trust Company team is comprised of approximately 20 professionals serving both Fort Myers and Sanibel. They are feeling very much at home with the Lee County expansion and look forward to welcoming clients and the community to their new Bell Tower office in the coming months at 13525 Bell Tower Drive on the southeast side of the shopping complex at the corner of U.S. 41 and Daniels Parkway.
In the meantime, Marquardt continues her regular visits with her Sanibel-Captiva clients either on the islands or from their temporary office within RE/MAX Realty, west of Bell Tower at 7910 Summerlin Lakes Drive in Fort Myers.
To learn more about The Sanibel Captiva Trust Company or to meet with a wealth advisor, please call 239-472-8300 or visit https://www.sancaptrustco.com/contact-us/sanibel-captiva/.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.9 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa Bay, Belleair Bluffs-Clearwater and Tarpon Springs. For information, visit SanCapTrustCo.com.